See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,298 | $43,327+76.1% | $59,878+27.4% | $64,186+18.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.92% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,135 | $2,028+5.2% | $2,722-21.6% | $2,381-10.3% |
| Participant deferral / active EE | $4,730 | $2,546+85.8% | $3,402+39.0% | $3,470+36.3% |
| Admin fee / account holder | $5,497 | $3,005+82.9% | $3,590+53.1% | $4,888+12.5% |